Supply Chains are the Butter in the Croissant

<p>Hello dear show notes readers!</p> <p>This week, the rubber meets the road—literally! Sean dives into stories from his travels to industrial sites where rubber is produced, giving a glimpse into the gritty reality of this essential material's manufacturing. Meanwhile, Dan shares insights into how he's using AI to streamline operations for his online business, exploring how cutting-edge tools can optimize tasks. Along the way, we venture into the fascinating world of memetics, behavioral finance, and the ways AI might just change everything.</p> <p><strong>Companies Discussed:</strong></p> <ul> <li>SLB (formerly Schlumberger)</li> <li>Michelin</li> <li>Bridgestone</li> <li>Cabot</li> <li>Orion Engineered Carbons</li> <li>Parker</li> <li>Green Tweed</li> <li>Freudenberg </li> <li>CQC (C Quest Capital)</li> <li>IBM</li> <li>Decker's</li> <li>Crocs </li> </ul> <p><strong>Books Recommended:</strong></p> <ul> <li><strong>"The Fourth Turning" by William Strauss and Neil Howe</strong> – Referenced in the context of societal cycles and potential future upheavals.</li> <li><strong>"Range" by David Epstein</strong> – Discussed in the context of generalists versus specialists.</li> <li><strong>"The End of the World is Just the Beginning" by Peter Zeihan</strong> – Referenced in discussions about global supply chains and geopolitics.</li> <li><strong>"The Material World" by Ed Conway</strong> – Mentioned in relation to resource management and global economics.</li> <li><strong>"The Wisdom of Crowds" by James Surowiecki</strong> – Touched upon in the discussion of meme investing and crowd behavior.</li> </ul>